| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 8.7% | 8.27% | $2,348.4万 | 69.4万股 | $1,994.0万 | 68.5万股 | +9,436股+1.38% | 加仓 |
| S嘉信策略信托SCHD |
| 7.08% | 7.39% | $1,911.0万 | 60.3万股 | $1,780.8万 | 58.0万股 | +2.2万股+3.82% | 加仓 |
| HHARBOR ETF TRUSTOSEA |
| 7.01% | 6.97% | $1,892.6万 | 62.0万股 | $1,681.6万 | 58.1万股 | +3.9万股+6.69% | 加仓 |
 英伟达NVDA |
| 5.66% | 5.51% | $1,526.8万 | 7.6万股 | $1,327.6万 | 7.6万股 | +183股+0.24% | 加仓 |
 苹果AAPL |
| 5.4% | 5.74% | $1,457.1万 | 5.0万股 | $1,384.6万 | 5.5万股 | -4,199股-7.70% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 5.24% | 5.47% | $1,415.3万 | 28.0万股 | $1,318.5万 | 26.1万股 | +1.9万股+7.43% | 加仓 |
 AFLAC COMAFL |
| 4.99% | 5.22% | $1,345.6万 | 11.5万股 | $1,259.0万 | 11.5万股 | 00.00% | 持仓不变 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 3.33% | 3.44% | $897.9万 | 17.6万股 | $829.4万 | 16.3万股 | +1.3万股+8.05% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 2.7% | 2.67% | $727.8万 | 20.9万股 | $642.9万 | 21.1万股 | -1,711股-0.81% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 2.61% | 2.57% | $703.4万 | 3.3万股 | $620.0万 | 3.2万股 | +756股+2.34% | 加仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 2.23% | 2.47% | $601.5万 | 11.4万股 | $596.8万 | 11.4万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.96% | 2.06% | $527.9万 | 2.2万股 | $495.8万 | 2.4万股 | -1,658股-6.96% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1.95% | 1.89% | $526.4万 | 4.2万股 | $455.2万 | 1.1万股 | +3.2万股+297.16% | 加仓 |
| IiShares安硕信托IVV |
| 1.84% | 1.85% | $496.5万 | 6,630股 | $444.9万 | 6,811股 | -181股-2.66% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.82% | 1.23% | $491.2万 | 6,578股 | $296.7万 | 4,562股 | +2,016股+44.19% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.74% | 1.55% | $470.0万 | 1.3万股 | $373.4万 | 1.3万股 | +288股+2.21% | 加仓 |
| V先锋领航指数基金VTV |
| 1.72% | 1.77% | $463.2万 | 2.1万股 | $426.5万 | 2.2万股 | -484股-2.23% | 减仓 |
 谷歌AGOOGL |
| 1.63% | 1.43% | $438.8万 | 1.2万股 | $345.9万 | 1.2万股 | +249股+2.07% | 加仓 |
| V先锋领航指数基金VBK |
| 1.48% | 1.35% | $399.4万 | 1.1万股 | $325.9万 | 1.1万股 | +140股+1.30% | 加仓 |
| S嘉信·USSCHA |
| 1.45% | 1.33% | $391.4万 | 10.8万股 | $321.8万 | 11.1万股 | -2,309股-2.09% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.33% | 1.36% | $359.9万 | 6.9万股 | $328.9万 | 6.3万股 | +6,100股+9.75% | 加仓 |
 摩根大通JPM |
| 1.33% | 1.34% | $358.6万 | 1.1万股 | $322.3万 | 1.1万股 | -3股-0.03% | 减仓 |
 微软MSFT |
| 1.12% | 1.23% | $302.7万 | 8,116股 | $297.6万 | 8,039股 | +77股+0.96% | 加仓 |
 Meta平台META |
| 0.89% | 1.06% | $239.8万 | 4,257股 | $255.4万 | 4,464股 | -207股-4.64% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.87% | 0.87% | $235.7万 | 7,844股 | $210.7万 | 8,497股 | -653股-7.69% | 减仓 |
| S嘉信·USSCHX |
| 0.82% | 0.8% | $220.5万 | 7.5万股 | $192.3万 | 7.5万股 | -57股-0.08% | 减仓 |
 VisaV |
| 0.81% | 0.81% | $219.7万 | 6,404股 | $195.9万 | 6,481股 | -77股-1.19% | 减仓 |
 强生JNJ |
| 0.78% | 0.85% | $210.5万 | 8,288股 | $204.5万 | 8,366股 | -78股-0.93% | 减仓 |
| IiShares安硕信托EFG |
| 0.63% | 0.63% | $170.2万 | 1.4万股 | $152.6万 | 1.4万股 | -24股-0.18% | 减仓 |
 家得宝HD |
| 0.61% | 0.62% | $165.2万 | 4,683股 | $149.6万 | 4,548股 | +135股+2.97% | 加仓 |
| IISHARES HIGH YIELD MUNI ACTIVE ETFHIMU |
| 0.59% | 0.64% | $159.4万 | 3.2万股 | $153.5万 | 3.2万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.59% | 0.63% | $158.4万 | 3,165股 | $151.7万 | 3,165股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.58% | 0.56% | $156.9万 | 4,154股 | $134.5万 | 4,347股 | -193股-4.44% | 减仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.57% | 0.56% | $154.3万 | 6,976股 | $134.4万 | 7,090股 | -114股-1.61% | 减仓 |
 Roper科技ROP |
| 0.56% | 0.66% | $151.2万 | 4,469股 | $158.4万 | 4,476股 | -7股-0.16% | 减仓 |
 特斯拉TSLA |
| 0.53% | 0.55% | $143.2万 | 3,405股 | $133.5万 | 3,592股 | -187股-5.21% | 减仓 |
 直觉外科ISRG |
| 0.51% | 0.66% | $136.6万 | 3,436股 | $159.5万 | 3,459股 | -23股-0.66% | 减仓 |
 飞塔FTNT |
| 0.48% | 0.29% | $130.5万 | 8,497股 | $69.3万 | 8,486股 | +11股+0.13% | 加仓 |
| SSPDR道富指数基金SPEU |
| 0.42% | 0.39% | $113.3万 | 2.1万股 | $94.1万 | 1.8万股 | +2,273股+12.37% | 加仓 |
| IiShares安硕IEMG |
| 0.39% | 0.37% | $104.0万 | 1.3万股 | $88.5万 | 1.3万股 | -131股-1.03% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.36% | 0.36% | $97.6万 | 8,846股 | $86.8万 | 8,922股 | -76股-0.85% | 减仓 |
| IiShares安硕信托IGIB |
| 0.36% | 0.35% | $96.1万 | 1.8万股 | $84.6万 | 1.6万股 | +2,180股+13.72% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.35% | 0.35% | $95.8万 | 6,061股 | $85.0万 | 5,742股 | +319股+5.56% | 加仓 |
 好市多COST |
| 0.35% | 0.41% | $93.9万 | 1,004股 | $99.8万 | 1,002股 | +2股+0.20% | 加仓 |
 NETFLIXNFLX |
| 0.33% | 0.5% | $88.5万 | 1.2万股 | $121.6万 | 1.3万股 | -260股-2.06% | 减仓 |
 高盛GS |
| 0.31% | 0.29% | $84.2万 | 833股 | $70.2万 | 830股 | +3股+0.36% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.31% | 0.33% | $82.4万 | 2,012股 | $79.6万 | 2,234股 | -222股-9.94% | 减仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.3% | 0.26% | $80.5万 | 8,376股 | $62.6万 | 8,646股 | -270股-3.12% | 减仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 0.29% | 0.37% | $77.3万 | 1,715股 | $89.6万 | 1,715股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.28% | 0.26% | $75.4万 | 9,357股 | $63.5万 | 2,213股 | +7,144股+322.82% | 加仓 |
